CRM and customer data

How do I know when a CRM automation is outdated?

Review automations when the sales process, fields, products, ownership rules, messaging, or integrations change. Warning signs include unexpected assignments, old email content, records stuck in stages, or staff bypassing the automation.

What to check

Has the business process changed since the automation was built?
Are errors or workarounds increasing?
When was the automation last reviewed against the current process?